Holistic Planning, LLC Vanguard Large Cap ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,358 shares of VV stock, worth $1.41 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
5,358
Previous 5,358
-0.0%
Holding current value
$1.41 Million
Previous $1.28 Billion
-0.0%
% of portfolio
0.99%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding VV
# of Institutions
1,109Shares Held
102MCall Options Held
23KPut Options Held
18.6K-
Jones Financial Companies Lllp17.1MShares$4.51 Billion4.95% of portfolio
-
Creative Planning Overland Park, KS13MShares$3.41 Billion3.46% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.72 Billion16.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.32MShares$872 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.09MShares$812 Million0.07% of portfolio